KATIE N. BUSHLING

ADMINISTRATIVE SPECIALIST

As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.

News & Updates


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No Tax on Overtime? What Employers Need to Know About the New IRS Rules

The phrase "no tax on overtime" has received plenty of attention since the One Big Beautiful Bill Act became law in...

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Age Is Just a Number, but Tax Milestones Matter

Individual taxpayers don't have to begin paying federal taxes at a specific age. Obligations begin when one's income...

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